turner2f Posted December 6, 2016 Report Share Posted December 6, 2016 Thank you Paul for this tip... If you want to manually add a "credit" or a "refund-credit" into a client's account that they can use toward a bill or a future purchase -AND- that will not automatically be applied to any existing invoices then you should: STEP 1 - Go to Settings > Company > Billing/Payment. Uncheck and save "Automatically apply loose credits". You may need to do this under Settings > Company > Client Groups also, if your Client Group settings are overriding your Company Settings. STEP 2 - On the client profile page, under "Account Actions" - - > click "Record Payment" - - > Enter the amount - - > select "In House Credit" - - > and DO NOT select any existing invoices that may be displayed. Quote Link to comment Share on other sites More sharing options...
hpno Posted December 14, 2016 Report Share Posted December 14, 2016 I don't see "In House Credit" option. I have double checked, only has one client group, and Automatically apply loose credits is unchecked. How to refund-credit and re-activate the invoice please? Thanks. Quote Link to comment Share on other sites More sharing options...
turner2f Posted December 14, 2016 Author Report Share Posted December 14, 2016 19 minutes ago, phamhung said: I don't see "In House Credit" option. I have double checked, only has one client group, and Automatically apply loose credits is unchecked. How to refund-credit and re-activate the invoice please? Thanks. On the client profile page, under "Account Actions" - - > click "Record Payment" - - > Enter the amount - - > Under the "Payment Type" dropdown select "In House Credit" - - > and DO NOT select any existing invoices that may be displayed. Quote Link to comment Share on other sites More sharing options...
hpno Posted December 15, 2016 Report Share Posted December 15, 2016 No, as I mentioned, I don't have that option. I only have ACH, Credit card, Check and Other in Payment Type. I also checked in Settings - Company - Billing / Payment - Accepted payment types, only ACH and Credit card there. Quote Link to comment Share on other sites More sharing options...
turner2f Posted December 15, 2016 Author Report Share Posted December 15, 2016 Some step-by-step screenshots might be helpful so that we can see exactly where you are looking. Quote Link to comment Share on other sites More sharing options...
Paul Posted December 16, 2016 Report Share Posted December 16, 2016 On 12/14/2016 at 11:50 PM, phamhung said: No, as I mentioned, I don't have that option. I only have ACH, Credit card, Check and Other in Payment Type. I also checked in Settings - Company - Billing / Payment - Accepted payment types, only ACH and Credit card there. Client Profile, under Actions > Record Payment. It will be listed under "Payment Type". If it's not there, go to Settings > System > General > Payment Types. Is it listed here? Quote Link to comment Share on other sites More sharing options...
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